AI Charting - Getting Started

Access your chart note as you normally would:

• From the Calendar, click on the appointment
• Click the top right button, Start Charting
• Scroll down to the Notes section and on the right, click Create AI Note

Next you'll see an audio input option to pick from any available system microphones. Make sure you see the mic respond, and use the dropdown if you need a different source.

On the next screen, keep In-Person selected and click Start Recording. The session begins immediately. Click Stop Recording to pause or end it.

We'll then generate your chart note automatically from the transcription and your chart type selection. This isn't a transcription service, AI charting compiles a full note from the audio. Feel free to step away and come back once it's ready.

Chart note templates

Pick your note type and click Generate Note, then make further edits below. Once generated, you'll see something like this:

Review and finalize your note

At the top right you can switch chart note type at any point (default is SOAP). At the bottom right you have four options:

• Edit (free, unlimited): type your request in the text box and click Edit to regenerate. Try things like "make this more concise" or "add more session quotes." Editing never costs extra.
• Replace Notes: once you're satisfied, this adds the note and overwrites anything else already entered in this section. You can still edit it afterward in the notes section, just not with the AI edit box.
• Add To Notes: appends the output to any existing notes instead of replacing them.
• Discard: throws away the generated note. You're still charged for the generation.

Want a treatment plan too? Review your note, click Continue, then check Create/Include Treatment Plan before Finalize & Lock. More in our treatment plan templates article.

Not to be confused with Zoom, the section below this: The quickest path here is to join the telehealth session and just record. We'll automatically generate an AI chart note draft for you to review when you go to chart. You can record audio only if you prefer.

Join telehealth and record

• Within 15 minutes of the appointment, go to your dashboard or calendar and click the appointment (clients can also join from their dashboard)
• In the pop up, click Start Session, then Start Session again, allowing audio and video permissions
• Once in session, click the bottom Record button. We really only need audio/transcript, but video works too if you want it for review
• Begin your session as usual, and quit telehealth when finished

Charting

• Return to charting from the Calendar, click the appointment, then Start Charting
• Scroll to Notes and click Create AI Note, then pick your template and generate

From here, reviewing, editing, and saving your note works exactly like the section above: Edit is free, Replace Notes or Add To Notes finalizes it, and Discard throws it away (still charged). Treatment plans work the same way too, via our treatment plan templates article.

Using headphones? Browser support

Steps

• Within 15 minutes of the appointment, open it from your dashboard or calendar and click Start Session, then Start Session again
• From the Calendar, open the appointment and click Start Charting, then Create AI Note under Notes
• Select Telehealth, allow microphone and camera access, then choose and test your microphone (watch for the live mic indicator) and click Next
• Select whether you're using headphones. Without headphones, click Start Recording right away. With headphones, share your telehealth tab, enable Share audio, click Allow, then Start Recording
• Return to your telehealth tab and run the session. Use Stop Recording to pause, and Stop Recording then End Session when you're done

Reviewing, editing, and saving the note works exactly like the In person section above.

If you're not using one of our integrated solutions, you just need our AI tool listening to both voices during the session.

Use the In person configuration if your microphone can also pick up their voice (like with speakers).

We'd recommend one of our two integrated telehealth solutions instead when possible: Zoom telehealth (requires a Zoom license) or integrated telehealth.

Blank chart note after a long session

In very long sessions, or with unexpected connectivity issues, you may return to charting and see a blank note with two buttons instead of the usual Start / Stop Recording.

Common causes: a sign-out from inactivity per your security settings, an internet connection issue, or the note was already generated and inserted.

Blank AI note

If you record a session and the note comes back with blank section headers, the session simply wasn't recorded, usually the wrong audio input, or one that wasn't transmitting. Test your audio source with a practice session before your next appointment.

We never charge for a note that wasn't generated. Review this anytime under our AI Note usage report.